Latest Institutional Purchases of Virtus Allianz Gi Diversified Income & Convertible Fund (ACV)
This list provides information on the latest institutional transactions involving Virtus Allianz Gi Diversified Income & Convertible Fund (ACV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
50.3K+ 21.63% |
$1.05M - $1.21M
|
283K
$6.01M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.3K+ 19.81% |
$465K - $534K
|
135K
$2.87M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.6K+ 19.7% |
$367K - $422K
|
107K
$2.28M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.9KNew |
$185K - $213K
|
8.9K
$189K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.73KNew |
$182K - $209K
|
8.73K
$186K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
8.59KNew |
$179K - $206K
|
8.59K
$183K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.94K+ 1.17% |
$61.3K - $70.5K
|
254K
$5.39M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
427+ 3.98% |
$8.89K - $10.2K
|
11.2K
$237K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
114New |
$2.37K - $2.73K
|
114
$2.42K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
29+ 0.13% |
$604 - $695
|
22.3K
$474K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11+ 0.26% |
$229 - $263
|
4.28K
$90.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
47.7KNew |
$808K - $1M
|
47.7K
$1.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
10.7K+ 76.43% |
$181K - $224K
|
24.7K
$525K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
10.4KNew |
$176K - $218K
|
10.4K
$221K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.41KNew |
$74.7K - $92.5K
|
4.41K
$93.7K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
500New |
$8.48K - $10.5K
|
500
$10.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
167New |
$2.83K - $3.5K
|
167
$3.55K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.27K+ 512.35% |
$77.7K - $88.4K
|
5.11K
$109K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
19.5K+ 817.81% |
$356K - $390K
|
21.9K
$465K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1K+ 45.45% |
$18.2K - $20K
|
3.2K
$68K
|
|
| Q1 2023 | |||||||
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
12.1KNew |
$225K - $289K
|
12.1K
$257K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
900New |
$16.7K - $21.5K
|
900
$19.1K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
660New |
$12.3K - $15.8K
|
660
$14K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200+ 20.0% |
$3.72K - $4.78K
|
1.2K
$25.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
63+ 3.66% |
$1.17K - $1.5K
|
1.79K
$37.9K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
21.5KNew |
$399K - $458K
|
21.5K
$457K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.9KNew |
$202K - $232K
|
10.9K
$231K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.65KNew |
$30.6K - $35.2K
|
1.65K
$35.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
726+ 2688.89% |
$13.5K - $15.5K
|
753
$16K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$1.86K - $2.13K
|
100
$2.13K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
31+ 2.83% |
$575 - $661
|
1.13K
$23.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
14.1KNew |
$261K - $340K
|
14.1K
$300K
|
|
|
Nov 14, 2022
Q3 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
10.6KNew |
$196K - $255K
|
10.6K
$225K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2KNew |
$37K - $48.1K
|
2K
$42.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.48KNew |
$27.3K - $35.5K
|
1.48K
$31.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
60New |
$1.11K - $1.44K
|
60
$1.28K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.7KNew |
$50.2K - $69.8K
|
2.7K
$57.4K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
53.8KNew |
$1.7M - $1.87M
|
53.8K
$1.14M
|
|
| Q1 2021 | |||||||
|
Apr 08, 2021
Q1 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
2KNew |
$60.2K - $71.8K
|
2K
$42.5K
|
|
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
229New |
$6.9K - $8.22K
|
229
$4.87K
|
|